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St James's Place Property

Ranked 33 out of 41 in - UK Physical over 12 months
All calculations are in GBP unless stated

Managed by

Philip Gadsden

Objective

The objective of the Trust is to provide an attractive yield together with the potential for capital growth over the medium to long-term by investing in a balanced portfolio of commercial, industrial and retail property across the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.6%
2018 2.1% 1.3% 1.0% 0.5% -0.7%
2017 6.5% 1.1% 2.2% 0.9% 2.2%
2016 1.6% 0.5% 0.7% -1.6% 2.1%
2015 8.0% 1.9% 2.4% 1.4% 2.1%
2014 11.1% 1.7% 3.7% 3.3% 1.9%
2013 9.9% 0.3% 2.5% 2.7% 4.1%
2012 0.1% 0.1% -0.5% 0.1% 0.4%
2011 0.7% 0.4% 0.5% -1.0% 0.8%
2010 6.0% 2.5% 1.1% 0.7% 1.6%
2009 16.7% -2.0% 2.5% 9.8% 5.7%
2008 -22.5% -2.5% -5.7% -3.1% -13.2%
2007 -1.1% -2.3% -14.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/01/2007
  • Share Class size1,325Mn
  • Base currencyGBP
  • ISIN GB00B1KHL374

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).